From the Settings screen, users with administrator access can make changes to:

Go to: Your account > Settings


Note: The Settings option only displays for users with administrator access.  


General

From the General tab in the Settings screen, you can change your timezone, the default URL of your store and the currency formatting for your email campaigns:


FieldDescription

Timezone

Select your timezone from the drop-down menu, e.g. (GMT) London.

This sets the timezone for all reports in Ometria, as well as your scheduled sends for email and SMS.

Default URL

Enter the default URL address for your online store.

Attribution window

This is your time window of attributing orders to Ometria campaigns.

If a contact clicks through a campaign email and places an order within the two hour time window, Ometria assigns the order to the campaign. 

See Order attribution for more information. 


Currency formatting for email campaigns

These fields are for customising the way currency displays in your email campaigns.

The formatting you define here will not affect the reports in Ometria.

FieldDescription

Currency

Select a currency from the drop-down list, e.g. British Pound Sterling (GBP).

Prefix

Enter a prefix (if required), e.g. £, $, €, etc.

Suffix

Enter a suffix (if required), e.g. GBP, EUR, etc.

Decimal point

Enter the decimal point you prefer, e.g. . , 

Decimals

Determines how decimal places display in your email campaigns. Select from:

  • Auto - If the value is round, Ometria will use 0 decimals (e.g. £5), otherwise two decimal places (e.g. £5.99)
  • 0 decimal places
  • 2 decimal places

Thousands separator

Enter a separator for amounts over 1000 (if required), e.g. 1,000.


Select Save to preserve your changes. 


Users and permissions

From the Users and permissions tab, administrators can create, delete and edit users’ Ometria accounts:

You can also trigger a Reset Password email for a user from this screen. 

Create and edit a new user account

To create a new account, select Create New User - to edit, simply select any user from the tabs on the left:

Complete or edit the form as necessary:

FieldDescription

Display name

Enter the user’s name as you’d prefer it to display in Ometria.

Email

Enter the user’s email address.

Role

Select from:

  • User - to customise the required permissions (see below)
  • Administrator - to enable all permissions
  • CRM only user - access to only the Realtime dashboard. If you are using this role, ensure you’ve hidden contacts' email addresses from the event stream in order to protect your contacts’ data.

Note: To change an Administrator role to a User role, follow these steps

Permissions (select as needed)

Administer account (and all other permissions)

The user has administrator access and can edit all permissions and settings in Ometria.

Note: If this permission is checked, the user will have the Administrator role regardless of their other permissions. You should uncheck this box for general users. 

Can export data

The user can see the Export button in the Ometria reports and Segment explorer, and can download this data as a CSV or .XLS file. 

Modify automation campaigns

The user has permission to make changes to automation campaigns

View marketing statistics

The user has access to all of the dashboards in Ometria including Overview, the Realtime dashboard and Campaign Performance.

This includes access to static coupon pools, the asset manager and the email interaction cohort report

View saved segments

The user has access to saved segments

View cohort report

The user has access to the cohort report.

View orders report

The user has access to the orders report

Anonymise contact

The user can anonymise contacts in Ometria, i.e. remove all personally identifiable information (PII data) from Ometria. 

Access settings (excluding user access and API keys)

The user has access to everything in the Settings screen except for:

View email campaigns (automation and broadcast)

The user can see email campaigns. 

Can publish automation campaigns

The user can publish automation campaigns.

View customer details

The user has access to the segment explorer including the Contacts tab and contact profiles

Modify saved segments

The user can make changes to saved segments

View products report

The user has access to the products report.

Schedule broadcast campaigns

The  user can schedule broadcast campaigns


Select Save to preserve your changes, or select Delete User to permanently remove them from Ometria. 


Note: When you Save a new user they will receive an email notifying them that their profile has been created, prompting them to create a password and log into Ometria. Passwords must be a minimum of 10 characters in length. 


Reset password

Select the Reset Password button to send a password reset email to the user. 


The user will receive an email providing them a link to reset their password. 


Stores

From the Stores tab, administrators can modify your online store’s display name and choose whether you want that store visible in the Ometria store selector for the following areas:


FieldDescription

Store ID

The unique identifier for each store - this cannot be changed.

Store name

The name for each store as it appears in other screens in Ometria.

Show in menu

Enable the store to display in the following areas:


Scroll down and select Save once you’ve made your changes.


API keys

From the API Keys tab, administrators can create or revoke Ometria API keys. 

An API key is a unique identifier used to authenticate a user, developer, or calling program to an API. You might need to generate an API key if you need to send one to your agency or other third parties via a secure method.

For security purposes, you should always revoke old API keys and use new ones. This will minimise your exposure to cyber attack.


Note: This is not for third party tools, which you must get in touch with your customer success manager to enable. 


Select New API key to generate a new key, and click Revoke to remove it. 


Note: It's best practice to revoke an API key immediately if it becomes inactive, lost or compromised. A revoked API key denies unwanted access to Ometria. 


Email settings

From the Email settings tab, administrators can define some of the account level default settings for email campaigns, including:

Once you’ve made the required changes on this screen, scroll down and select Save to finalise. 

Automation campaigns

The following settings are available for automation campaigns:

FieldDescription

Default from name*

Enter the default name to appear in the ‘from’ field of automation campaign emails sent from Ometria.

Default from email address*

Enter the default email address to appear in the ‘from field’ of automation campaign emails sent from Ometria.

Default reply to address*

Enter the default email address contact’s can use to reply to your automation campaign emails (if required).

Default tracking parameters

Add your account level default tracking parameters for automation campaigns.

Maximum emails sent per 24 hours

Define the maximum number of automation emails a contact can receive per 24 hours.

We recommend setting this no higher than 2.

See Mutual exclusivity for more information.

Maximum emails sent per 7 days

Define the maximum number of automation emails a contact can receive per seven days.

See Mutual exclusivity for more information.


*The ‘from’ and ‘reply-to’ name and email addresses as they display in Gmail:

Broadcast campaigns

The following settings are available for broadcast campaigns:


FieldDescription

Default from name

Enter the default name to appear in the ‘from’ field of broadcast campaign emails sent from Ometria.

Default from email address

Enter the default email address to appear in the ‘from field’ of broadcast campaign emails sent from Ometria.

Note: The domain you use must be configured in the back end - contact support@ometria.com if you’re unsure.

Default reply to address

Enter the default email address contact’s can use to reply to your broadcast campaign emails (if required).

Default tracking parameters

Add your account level default tracking parameters for broadcast campaigns.

Transactional API

Click Add to create default tracking parameters for your transactional emails.

Connections

From the Connections tab, administrators can set up and make changes to third party integrations, e.g. Google AdWords, Facebook, Twilio, etc.

Click Add new connection to create a new sync, then follow the instructions for any of the following:


Note: We work with other third parties such as Zapier, whose configuration must be done either in Ometria’s backend, or in Zapier itself. Contact support for more information.